See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,263 | $105,998-62.0% | $92,233-56.3% | $147,584-72.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 13.35% | 50.05%-36.7pp | 176.28%-162.9pp | 578.55%-565.2pp |
| Employer contribution / active EE | $1,638 | $4,333-62.2% | $3,679-55.5% | $4,876-66.4% |
| Participant deferral / active EE | $1,952 | $4,478-56.4% | $3,897-49.9% | $5,439-64.1% |
| Admin fee / account holder | $193 | $6,332-97.0% | $5,194-96.3% | $10,885-98.2% |